JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$56M
3
+$54.9M
4
ULTA icon
Ulta Beauty
ULTA
+$51.8M
5
MDVN
MEDIVATION, INC.
MDVN
+$49.2M

Top Sells

1
+$64.6M
2
+$59.6M
3
+$43.4M
4
DAL icon
Delta Air Lines
DAL
+$41.9M
5
LUV icon
Southwest Airlines
LUV
+$39.2M

Sector Composition

1 Healthcare 23.63%
2 Technology 14.63%
3 Consumer Discretionary 12.23%
4 Financials 10.58%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.7M 0.4%
76,015
-198,405
77
$13.7M 0.4%
+237,363
78
$12.4M 0.36%
119,397
-292,502
79
$12.4M 0.36%
128,417
+119,782
80
$11.9M 0.35%
+8,850
81
$11.6M 0.34%
+122,379
82
$10.2M 0.3%
221,890
-6,556
83
$9.51M 0.28%
176,150
+143,950
84
$9.22M 0.27%
1,449,355
+707,628
85
$9.05M 0.26%
256,656
+131,928
86
$8.83M 0.26%
321,657
-611,241
87
$8.51M 0.25%
222,941
+42,210
88
$8.49M 0.25%
+256,630
89
$8.07M 0.24%
172,261
+68,789
90
$7.42M 0.22%
112,916
+23,129
91
$6.95M 0.2%
303,951
-567,606
92
$6.63M 0.19%
193,299
+74,143
93
$6.39M 0.19%
+215,597
94
$6.29M 0.18%
111,821
95
$6.26M 0.18%
78,039
-333,796
96
$6.2M 0.18%
256,540
-11,174
97
$5.97M 0.17%
275,209
-249,935
98
$5.84M 0.17%
111,740
+107,058
99
$5.66M 0.16%
80,500
+62,711
100
$5.54M 0.16%
163,366
-68,150
2 3
4
5 6